CIK: 0001218663
Total reported value
$53.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 19.72% | +6.46% | -1.21% | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 17.52% | -1.40% | — | |
| 3 | MNDY | monday.com Ltd. | Stock-Tech | 15.69% | -13.77% | EXIT | |
| 4 | TEAM | Atlassian Corp-cl A | Stock-Tech | 14.27% | -5.46% | -6.26% | |
| 5 | ADSK | Autodesk INC | Stock-Tech | 10.49% | -4.02% | +13.55% | |
| 6 | DDOG | Datadog INC - Class A | Stock-Tech | 9.23% | — | — | |
| 7 | APPF | Appfolio INC - A | Stock-Tech | 6.82% | — | +513.96% | |
| 8 | MDB | Mongodb INC | Stock-Tech | 6.26% | — | — | |
| 9 | ✓ | Ikena Oncology INC | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 2 | AMZN | Amazon.com INC | — | NEW | New buy |
| 3 | MNDY | monday.com Ltd. | — | NEW | New buy |
| 4 | TEAM | Atlassian Corp-cl A | — | NEW | New buy |
| 5 | ADSK | Autodesk INC | — | NEW | New buy |
| 6 | DDOG | Datadog INC - Class A | — | NEW | New buy |
| 7 | APPF | Appfolio INC - A | — | NEW | New buy |
| 8 | MDB | Mongodb INC | — | NEW | New buy |
| 9 | ✓ | Ikena Oncology INC | — | — | Unchanged |